Whitegate Investment Counselors, Inc.
CONCORD NH · SEC CIK 0001667102
$3.51亿2026Q2 申报市值
76持仓数
59.8%前十大占比 · 第一大 9.7%
9 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JCPB 加仓+$190.47万
VO 加仓+$71.43万
VIG 加仓+$65.38万
VTV 加仓+$56.97万
VB 加仓+$44.10万
2026Q2 卖出最多 按季末市值估算
VTES 减仓-$51.16万
JMST 减仓-$48.78万
SHM 清仓-$47.97万
NYF 减仓-$20.79万
BRK/B 减仓-$18.01万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | Berkshire Hathaway Cl B | $3,408.16万 | 9.70% | 68,110 | -360 | -0.5% | -$18.01万 | 减仓 |
| VUG | Vanguard Growth | $2,580.57万 | 7.35% | 299,579 | 3,323 | 1.1% | $28.62万 | 加仓 |
| VB | Vanguard Small Cap | $2,431.73万 | 6.92% | 80,223 | 1,455 | 1.8% | $44.10万 | 加仓 |
| IWF | iShares Tr Russell 1000 Growth | $2,298.84万 | 6.54% | 185,136 | -372 | -0.2% | -$4.62万 | 减仓 |
| VIG | Vanguard Div Appreciation | $2,134.91万 | 6.08% | 90,225 | 2,763 | 3.2% | $65.38万 | 加仓 |
| VEA | Vanguard FTSE Developed Mkts | $2,064.49万 | 5.88% | 289,753 | 4,961 | 1.7% | $35.35万 | 加仓 |
| VTV | Vanguard Value | $2,064.27万 | 5.88% | 94,722 | 2,614 | 2.8% | $56.97万 | 加仓 |
| SCHD | Schwab US Div Equity Etf | $1,577.44万 | 4.49% | 497,459 | -1,756 | -0.4% | -$5.57万 | 减仓 |
| VO | Vanguard Mid Cap | $1,286.91万 | 3.66% | 159,726 | 8,866 | 5.9% | $71.43万 | 加仓 |
| IWP | iShares Russell Midcap Growth | $1,151.23万 | 3.28% | 78,630 | -242 | -0.3% | -$3.54万 | 减仓 |
| JCPB | Jpmorgan Core Plus Bond | $936.83万 | 2.67% | 199,581 | 40,578 | 25.5% | $190.47万 | 加仓 |
| VCSH | Vanguard Corp Bond Short Term | $930.60万 | 2.65% | 117,752 | 2,267 | 2.0% | $17.92万 | 加仓 |
| EFA | iShares Tr Msci Eafe Fd | $930.48万 | 2.65% | 89,573 | 830 | 0.9% | $8.62万 | 加仓 |
| VTIP | Vanguard Sh-Term Inf | $889.97万 | 2.53% | 177,179 | 798 | 0.5% | $4.01万 | 加仓 |
| JMST | JPMorgan Ultra Short Muni Inco | $838.65万 | 2.39% | 164,442 | -9,565 | -5.5% | -$48.78万 | 减仓 |
| VBR | Vanguard Small Cap Value | $786.94万 | 2.24% | 32,386 | 74 | 0.2% | $1.80万 | 加仓 |
| SDY | Spdr SandP Dividend Etf | $777.28万 | 2.21% | 51,076 | -493 | -1.0% | -$7.50万 | 减仓 |
| VOE | Vanguard Mid Cap Value | $565.14万 | 1.61% | 28,600 | -30 | -0.1% | -$5,928 | 减仓 |
| IWN | iShares Tr Russell 2000 Value | $545.92万 | 1.55% | 24,680 | 53 | 0.2% | $1.17万 | 加仓 |
| IWR | iShares Russell Midcap | $536.83万 | 1.53% | 48,661 | 72 | 0.1% | $7,943 | 加仓 |
| VNQ | Vanguard Reit | $494.46万 | 1.41% | 51,277 | 343 | 0.7% | $3.31万 | 加仓 |
| NYF | iShares New York Muni | $486.35万 | 1.38% | 90,224 | -3,856 | -4.1% | -$20.79万 | 减仓 |
| BRK/A | Berkshire Hathaway Cl A | $449.31万 | 1.28% | 6 | 0 | 0.0% | — | 不变 |
| SCHB | Schwab US Broad Market | $397.41万 | 1.13% | 137,227 | 8,805 | 6.9% | $25.50万 | 加仓 |
| IYR | iShares US Real Estate | $357.34万 | 1.02% | 34,948 | 8 | 0.0% | $818 | 加仓 |
| IWS | iShares Russell Midcap Value | $352.15万 | 1.00% | 21,394 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SandP 600 Sm Cap Gro | $330.38万 | 0.94% | 27,733 | 178 | 0.6% | $2.12万 | 加仓 |
| IWO | iShares Tr Russell 2000 Growth | $309.37万 | 0.88% | 7,853 | 30 | 0.4% | $1.18万 | 加仓 |
| MDY | SPDR SandP MidCap 400 ETF | $291.89万 | 0.83% | 4,150 | 0 | 0.0% | — | 不变 |
| JMUB | JP Morgan Municipal Etf | $276.60万 | 0.79% | 54,604 | -1,941 | -3.4% | -$9.83万 | 减仓 |
| VEU | Vanguard Intl Eqty Index/FTSE | $224.64万 | 0.64% | 26,823 | 849 | 3.3% | $7.11万 | 加仓 |
| VBK | Vanguard Small Cap Grwth | $176.00万 | 0.50% | 4,813 | 6 | 0.1% | $2,194 | 加仓 |
| IWM | iShares Tr Russell 2000 Index | $151.37万 | 0.43% | 5,038 | 0 | 0.0% | — | 不变 |
| IWD | iShares Russell 1000 Val | $146.19万 | 0.42% | 6,030 | 0 | 0.0% | — | 不变 |
| IWB | iShares Tr Russell 1000 Index | $145.09万 | 0.41% | 3,543 | 0 | 0.0% | — | 不变 |
| MPC | Marathon Pete Corp | $132.80万 | 0.38% | 5,194 | 20 | 0.4% | $5,113 | 加仓 |
| VTES | Vanguard Shrt Tax Exempt | $124.92万 | 0.36% | 12,330 | -5,050 | -29.1% | -$51.16万 | 减仓 |
| VOT | Vanguard Mid Cap Growth | $117.95万 | 0.34% | 3,851 | -39 | -1.0% | -$1.19万 | 减仓 |
| VOO | Vanguard SandP 500 Etf | $113.11万 | 0.32% | 1,647 | 56 | 3.5% | $3.85万 | 加仓 |
| AAPL | Apple Inc | $99.76万 | 0.28% | 3,448 | 3 | 0.1% | $868 | 加仓 |
| ICF | iShares Tr Cohen and Steer | $93.50万 | 0.27% | 13,825 | 1,000 | 7.8% | $6.76万 | 加仓 |
| VWO | Vanguard Msci Emerging | $92.34万 | 0.26% | 15,469 | 3,304 | 27.2% | $19.72万 | 加仓 |
| MSFT | Microsoft Corp | $73.92万 | 0.21% | 1,982 | 448 | 29.2% | $16.71万 | 加仓 |
| AMZN | Amazon Com Inc | $68.40万 | 0.19% | 2,870 | 470 | 19.6% | $11.20万 | 加仓 |
| — | Broadcom Inc | $49.45万 | 0.14% | 1,309 | 2 | 0.2% | $756 | 加仓 |
| CBRE | CBRE Group Inc | $46.54万 | 0.13% | 3,455 | 0 | 0.0% | — | 不变 |
| VGSH | Vanguard Short Term | $44.00万 | 0.13% | 7,560 | 500 | 7.1% | $2.91万 | 加仓 |
| NFLX | Netflix Inc | $42.84万 | 0.12% | 6,000 | 0 | 0.0% | — | 不变 |
| CMF | iShares California Muni | $36.60万 | 0.10% | 6,350 | 0 | 0.0% | — | 不变 |
| TREX | Trex Company Inc | $35.53万 | 0.10% | 7,100 | 0 | 0.0% | — | 不变 |
| LMAT | Lemaitre Vascular Inc | $31.88万 | 0.09% | 3,322 | 9 | 0.3% | $864 | 加仓 |
| ABBV | Abbvie Inc | $31.74万 | 0.09% | 1,261 | 200 | 18.9% | $5.03万 | 加仓 |
| VXUS | Vanguard Total Intl Stock Inde | $31.35万 | 0.09% | 3,667 | 3,667 | — | $31.35万 | 新建仓 |
| MRVL | Marvell Technology Inc | $30.33万 | 0.09% | 1,018 | 1,018 | — | $30.33万 | 新建仓 |
| MUB | iShares National Muni Bond | $29.76万 | 0.08% | 2,765 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR Portfolio SandP 600 Sm Cap | $29.73万 | 0.08% | 5,155 | 0 | 0.0% | — | 不变 |
| XVV | iShares ESG Screened SandP 500 | $29.71万 | 0.08% | 5,231 | 188 | 3.7% | $1.07万 | 加仓 |
| ESGV | Vanguard ESSG US Stock | $29.30万 | 0.08% | 2,215 | -54 | -2.4% | -$7,142 | 减仓 |
| — | Exxon Mobil Holdings Corp | $28.84万 | 0.08% | 2,109 | 9 | 0.4% | $1,231 | 加仓 |
| CRWV | Coreweave Inc | $28.52万 | 0.08% | 2,865 | 2,865 | — | $28.52万 | 新建仓 |
| MRK | Merck and Co Inc | $28.30万 | 0.08% | 2,202 | 16 | 0.7% | $2,056 | 加仓 |
| EUSB | Ishares Esg Advnc Ttl | $27.72万 | 0.08% | 6,379 | 361 | 6.0% | $1.57万 | 加仓 |
| JSCP | Jpmorgan Short Duration | $25.85万 | 0.07% | 5,484 | -1,224 | -18.2% | -$5.77万 | 减仓 |
| ORN | Orion Marine Group Inc | $24.89万 | 0.07% | 14,800 | 0 | 0.0% | — | 不变 |
| CSX | C S X Corp | $23.29万 | 0.07% | 4,899 | 14 | 0.3% | $665 | 加仓 |
| INTC | Intel Corp | $23.26万 | 0.07% | 1,666 | 1,666 | — | $23.26万 | 新建仓 |
| QQQ | Invsc QQQ TRUST Srs 1 | $22.87万 | 0.07% | 311 | 311 | — | $22.87万 | 新建仓 |
| ESML | iShares ESG Aware MSCI US Sm C | $22.47万 | 0.06% | 4,018 | -342 | -7.8% | -$1.91万 | 重新持有 |
| SUSB | Ishares Esg Awr 1-5 Y | $22.25万 | 0.06% | 8,904 | 172 | 2.0% | $4,298 | 加仓 |
| XJH | iShares ESG Screen SandP Mid-Cap | $21.91万 | 0.06% | 4,200 | 4,200 | — | $21.91万 | 新建仓 |
| NVMI | Nova Ltd | $21.72万 | 0.06% | 400 | 400 | — | $21.72万 | 新建仓 |
| VV | Vanguard Large Cap | $21.57万 | 0.06% | 627 | 627 | — | $21.57万 | 新建仓 |
| NVDA | Nvidia Corp | $20.05万 | 0.06% | 1,002 | 1,002 | — | $20.05万 | 新建仓 |
| VGLT | Vanguard Long Term | $20.03万 | 0.06% | 3,630 | 0 | 0.0% | — | 不变 |
| — | Hypersolar Inc | $3,086 | 0.00% | 146,833 | 0 | 0.0% | — | 不变 |
| SHM | SPDR Nuveen Barclays Short Ter | $0 | 0.00% | 0 | -10,030 | -100.0% | -$47.97万 | 清仓 |
| NWL | Newell Brands Inc | $0 | 0.00% | 0 | -14,950 | -100.0% | -$5.13万 | 清仓 |
| — | Adelphia Commun Cp Clxxx | $0 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |